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Latest insights
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It’s high time to look again at Asia Pacific REITs
Attractive valuations, re-opening, and ongoing structural demand from urbanisation mean that this part of the Real Asset market is well positioned to shine again.
- Date published
- 1 May 2023
- Tag
- Asia Pacific Urban Trends Income
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Why we don't invest in banks
Many of our investors and followers know that within our Long-Term Unconstrained equities strategies, our approach to investing is centered on investing in quality growth companies, with sustainable business models.
- Date published
- 17 Apr 2023
- Tag
- Global Long-Term Unconstrained
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The most pressing questions on Chinese financials
Portfolio Manager, Paul Sloane, goes through some of the most pressing questions on investors' minds today.
- Date published
- 11 Apr 2023
- Tag
- Global Emerging Markets
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An ever more disruptive decade asserts itself
Despite the risks, innovation brings opportunity, read Zehrid Osmani’s March Investment Outlook update.
- Date published
- 27 Mar 2023
- Tag
- Global Long-Term Unconstrained
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Tales from the road: Intrigued by India
Portfolio Manager Aimee Truesdale recently conducted a research trip to India. Here, we outline her key observations around the exciting growth opportunities in India.
- Date published
- 17 Mar 2023
- Tag
- Global Emerging Markets
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Green tailwinds
In March’s Stock Insights we highlight energy efficiency infrastructure and autos, alongside a consumer stock update.
- Date published
- 16 Mar 2023
- Tag
- Global Long-Term Unconstrained
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3 Reasons to Consider the UK for Equity Income
Rising interest rates have made bonds a more attractive source of income. However, the FTSE 100 remains a natural hunting ground for active managers. Here, we propose three compelling arguments for UK income exposure.
- Date published
- 15 Mar 2023
- Tag
- UK Equities
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To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
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Japan Equity: The Story so Far Webinar
Hear how the Japanese market has reacted to historic shifts in economic policy and the return of inflation to the region. The duo will then highlight portfolio activity and the future opportunities emerging within ‘The New Japan’.
- Date published
- 10 Feb 2023
- Tag
- Japan Equity
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Japan Equity: The story so far
As the new investment team enter their second quarter overseeing the portfolio, Reiko Mito and Paul Danes talk us through the Japan equity story so far…
- Date published
- 1 Feb 2023
- Tag
- Japan Equity
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The Big SMid re-rate?
Portfolio Managers Richard Bullas and Dan Green review 2022 reflecting on a pronounced UK small-and-mid-cap drawdown and sharing their outlook for 2023.
- Date published
- 30 Jan 2023
- Tag
- UK Equities